iShares S&P SmallCap 600 Index shares owned by Wela Strategies
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Wela Strategies
from 13F filings
Historical chart of Wela Strategies investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Wela Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $3.6M | 32k | 110.52 |
| 2023-12-31 | $7.1M | 66k | 108.25 |
| 2023-09-30 | $6.1M | 65k | 94.07 |
| 2023-03-31 | $6.0M | 62k | 96.70 |
| 2022-12-31 | $3.5M | 37k | 94.65 |
| 2022-09-30 | $3.1M | 36k | 87.19 |
| 2022-06-30 | $3.0M | 33k | 92.41 |
| 2022-03-31 | $3.5M | 33k | 107.89 |
| 2021-12-31 | $8.2M | 72k | 114.51 |
| 2021-09-30 | $7.6M | 70k | 109.18 |
| 2021-06-30 | $11M | 100k | 112.98 |
| 2021-03-31 | $11M | 101k | 108.53 |
| 2020-12-31 | $11M | 120k | 91.90 |
| 2020-09-30 | $8.5M | 120k | 70.23 |
| 2020-06-30 | $5.3M | 77k | 68.29 |
| 2020-03-31 | $3.8M | 78k | 49.17 |
| 2019-12-31 | $5.6M | 67k | 83.85 |
| 2019-09-30 | $5.3M | 68k | 77.84 |
| 2019-06-30 | $2.8M | 35k | 78.29 |
| 2019-03-31 | $2.9M | 37k | 77.15 |
| 2018-12-31 | $4.1M | 59k | 69.32 |
| 2018-09-30 | $4.9M | 56k | 87.25 |
| 2018-06-30 | $5.0M | 60k | 83.49 |
| 2018-03-31 | $4.2M | 55k | 76.56 |
| 2017-12-31 | $2.2M | 29k | 76.82 |
| 2017-09-30 | $2.3M | 32k | 74.24 |
| 2017-03-31 | $5.0M | 72k | 69.15 |
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